Merrill Lynch, Pierce, Fenner & Smith Incorporated
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 7691
- SEC number
- 801-14235
- Firm type
- RIA
- Assets under management
- $1.8T as of Jun 29, 2026
- Website
- www.merrilledge.com/GUIDED-INVESTING ↗
- Phone
- 800-637-7455
- Address
- One Bryant Park, New York, NY, 10036
Advisors at this firm
27,029 in our index · page 23 of 541
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Usman BajwaCRD 5461947 · New York, NYIA RegisteredBroker
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Boriana Nikolaeva BakaltchevaCRD 6342748 · Chevy Chase, MDIA RegisteredBroker
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Carroll S BakerCRD 5051537 · Naples, FLIA RegisteredBroker
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Charles Ross BakerCRD 2741162 · Gainesville, FLIA RegisteredBroker
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David Maltby BakerCRD 1856136 · Jacksonville, FLIA RegisteredBroker
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Diane Louise BakerCRD 1483525 · Delray Beach, FLIA RegisteredBroker
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Donald Frederick BakerCRD 2459879 · York, PAIA RegisteredBrokerDisclosure event(s) on record
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Gary BakerCRD 2741966 · Wayne, PAIA RegisteredBroker
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Gregory Michael BakerCRD 1061762 · Bethesda, MDIA RegisteredBrokerDisclosure event(s) on record
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Heather Lyn BakerCRD 3181526 · Denver, COIA RegisteredBroker
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Justin A BakerCRD 6365155 · Powell, OHIA RegisteredBroker
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Kent William BakerCRD 1373063 · Leawood, KSIA RegisteredBroker
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Kyle BakerCRD 6490909 · Leawood, KSIA RegisteredBroker
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Rick BakerCRD 2106010 · Atlanta, GAIA RegisteredBrokerDisclosure event(s) on record
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Robert R BakerCRD 5177191 · Bethesda, MDIA RegisteredBrokerDisclosure event(s) on record
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Shane Michael BakerCRD 5802789 · Rockledge, FLIA RegisteredBrokerDisclosure event(s) on record
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Robert John BakosCRD 6496400 · Tucson, AZIA RegisteredBroker
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Tammi Lynn BakosCRD 2872100 · Saginaw, MIIA RegisteredBroker
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Bozena BakulaCRD 6461097 · Jacksonville, FLIA RegisteredBroker
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George L BalboaCRD 2180684 · Washington, DCIA RegisteredBroker
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Tracy H BalboaCRD 6121759 · Austin, TXIA RegisteredBroker
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Priscilla L BaldariCRD 4913607 · Pennington, NJIA RegisteredBroker
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Peter I BaldeoCRD 6023171 · Princeton, NJIA RegisteredBrokerDisclosure event(s) on record
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Walter Joseph BaldowskiCRD 1216942 · New York, NYBroker
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Marc Andrew BalducciCRD 4509069 · New York, NYIA RegisteredBroker
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Brandon J BaldwinCRD 5963818 · Newport Beach, CAIA RegisteredBroker
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Christopher John BaldwinCRD 1157940 · Chicago, ILIA RegisteredBrokerDisclosure event(s) on record
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Tonie L BaldwinCRD 5101922 · Myrtle Beach, SCIA RegisteredBroker
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Michael BaleCRD 5887111 · Montvale, NJIA RegisteredBroker
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Sarah Mary Balk OstrieCRD 2786364 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
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Danielle BallCRD 3232866 · Columbus, OHIA RegisteredBroker
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David Robert BallCRD 5575461 · Princeton, NJIA RegisteredBroker
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James M BallCRD 3182860 · Charleston, WVIA RegisteredBroker
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Barbara Ann BallantineCRD 4465454 · Fort Myers, FLBroker
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Bruce Kendall BallardCRD 1186908 · Farmington Hills, MIIA RegisteredBroker
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James Richard BalsamidesCRD 5094735 · Pennington, NJIA RegisteredBroker
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Joseph Vincent BalsamoCRD 4736783 · Portsmouth, NHIA RegisteredBroker
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Adam BandCRD 5644486 · North Bethesda, MDIA RegisteredBroker
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Justin William BandleyCRD 2719307 · Saint George, UTIA RegisteredBroker
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Darren BanhCRD 5402176 · Vienna, VAIA RegisteredBroker
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Glenn C BannanCRD 2907592 · Charlottesville, VAIA RegisteredBrokerDisclosure event(s) on record
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Jeffrey Alan BannonCRD 6098496 · Lafayette, INIA RegisteredBroker
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Paula Alejandra BannonCRD 6558153 · Fairfield, CTIA RegisteredBroker
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Maria Aurora BanuelosCRD 1039643 · Houston, TXIA RegisteredBroker
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William J BanulskiCRD 5688178 · Princeton, NJIA RegisteredBroker
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Rolandas BanysCRD 6227769 · Reno, NVIA RegisteredBroker
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Mohammad Mike BarakatCRD 5944151 · Chicago, ILIA RegisteredBroker
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Oren BaranchukCRD 5749853 · Pennington, NJIA RegisteredBroker
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James Andrew BarashaCRD 2299249 · Phoenix, AZIA RegisteredBroker
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Kaitlyn BarbaCRD 5815533 · Boston, MAIA RegisteredBroker
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 7691 ↗
FINRA BrokerCheck record for firm CRD 7691 ↗
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Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.